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Goodbye Fees

WiseBanyan is the first financial advisor to not charge investment management, trading, or rebalancing fees. Through the use of technology, we can offer comparable services as a traditional advisor and pass the savings on to you.

Maximize Your Wealth

WiseBanyan was built on two pillars: minimize fees as much as possible and help people start investing sooner. These not only empower you to achieve your goals more easily, but also to maximize your money’s potential through compound returns.

Here For You

Our team has deep financial and investment industry experience, from managing portfolios for individuals and institutions to overseeing hedge fund portfolios. We came together with a shared belief that the current financial system was not designed with the modern investor in mind, and built a unified mission to help everyone achieve their financial goals.

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Brokerage services provided to clients of WiseBanyan Inc. by WiseBanyan Securities LLC, a member of
FINRA/SIPC.
More information about broker dealers can be found here.
All cash and securities held in WiseBanyan client accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash.

Past performance is no guarantee of future results. All securities involve risk and may result in loss.
Not a solicitation or offer, or recommendation, or advice to buy or sell securities or services.